Halifax
Jonathan joined Perspective in May 2023 when Brighter Financial Services joined the Group as Perspective (Brighter).
Jonathan has worked in financial services since 2008. Initially on the counter of a high street building society, then processing into management within branch and lastly becoming area mortgage advisor within the same firm. He joined Brighter Financial Services in 2016 as a trainee financial advisor and then progressed to senior independent financial advisor and operational management.
Jonathan enjoys helping clients plan and manage their money to reach their objectives, whether that be a new enquiry or reviewing current plans against clients’ financial objectives. Jonathan enjoys the variety of his role as no two days are the same. He builds strong long-lasting relationships with his clients and seeing them reach their goals is hugely rewarding.
Jonathan takes pride in seeing individuals within the practice with whom he has played a part in their development, and progress in their own roles.
Check out Jonathan’s VouchedFor profile here.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
